The Platt Partnership Ltd
Principal Partner Practice of St. James's Place Wealth Management
Ashley Lewis DipPFS - Wealth Management Consultant
As a Financial Adviser at a Principal Partner Practice of St. James's Place Wealth Management, I provide financial advice and planning solutions to a range of clients to help them achieve their financial goals. I focus on:
- building long term relationships;
- helping clients build and preserve their wealth; and,
- protecting them against risk.
I hold regular reviews with my clients to ensure their plans are always kept relevant to life’s changing priorities. As a result my clients mainly come to me through personal introduction or recommendation.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
The Platt Partnership Ltd is registered in England and Wales, Number 07818526. Registered Office: 2 Shore Road, Ainsdale, Southport, Merseyside, PR8 2RB, England.